Register Your Spot Now
Enter Your Details Below...
RESERVE MY SEAT
* we will email you an hour before the event so you wont any of it! *
"Massive Tax Planning Value - 2021 Is Not Over Yet"
If you’re not talking taxes with your clients, somebody else is, or will be soon.
11/17/2021 @ 8AM PST
Steven Jarvis, CPA
Co-Founder Retirement Tax Services
Matthew Jarvis, CFPⓇ
Jarvis Financial, The Perfect RIA
WHAT WILL YOU LEARN IN THIS SESSION
Five specific topics to consider for your clients as we approach year end and the actions you can take to deliver massive value.
Not just theory, the details of how to deliver on these topics including the tools RTS provides for Members (including white label content).
If it doesn’t get reported it didn’t happen. If you’ve ever had a bad experience with a client’s tax preparer come ready to learn what this relationship should look like.
OUR TOP YEAR END TAX PLANNING REMINDERS AND
TO PUT THEM IN PRACTICE
Copyright @ Retirement Tax Services - All Rights Reserved